GAFA
CIVI

Garton & Associates Financial Advisors’s Civitas Resources CIVI Stock Holding History

Garton & Associates Financial Advisors’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-102
Closed -$2.76K – 228
2025
Q4 		$2.76K Buy
+102
New +$2.95K ﹤0.01% 1077

Other funds holding CIVI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Garton & Associates Financial Advisors's CIVI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 102 shares — an estimated $2.76K sold.

Garton & Associates Financial Advisors first reported a position in CIVI in Q4 2025 and held it in 1 quarter. The position peaked at $2.76K in Q4 2025. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 102 Civitas Resources shares in Q1 2026, an estimated $2.76K.
  • Garton & Associates Financial Advisors first reported a position in Civitas Resources in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Civitas Resources position peaked at $2.76K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.